Westfield favors investing in earnings growth stocks given our conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return.


We believe that reasonably priced stocks of companies with high foreseen earnings potential are best identified through in-depth, fundamental research.  The Investment Committee’s experience, extensive research, and first-hand knowledge of company operations derived through on-site visits and meetings with management provide our competitive edge.  We utilize a team approach within a disciplined investment process that enables our analysts to impact portfolios. Constant analysis and measurement of our investment process ensures that we are continually improving our approach to asset management. 


William A. Muggia | President, Chief Executive Officer and Chief Investment Officer
“Our focus is finding valuable franchises that are misunderstood by our competitors and our peers.”

Will's Full Bio »

Richard D. Lee, CFA | Managing Partner, Chief Investment Officer
“The level of innovation and pace of change in the technology sector has never been higher. This will drive an even wider bifurcation between winners and losers; therefore, it has never been more important to be exposed to the right end markets, product cycles and customers. ”

Rich's Full Bio »

Rajat Babbar, CFA | Partner, Head of Portfolio Strategy/Risk Management
Rajat's Full Bio »

Nate B. Cunningham | Vice President
Nate's Full Bio »

Scott R. Emerman, CFA | Partner
“How companies in the Consumer Discretionary space are able to deal with rising input costs will determine the winners and the losers in the current environment. Strong brands with real pricing power will stand out against a back drop of higher costs.”

Scott's Full Bio »

Samuel D. Ensslin | Vice President
Samuel's Full Bio »

Robert T. Flores | Managing Partner, Director of Disruptive Technology and Innovation
“There is never a dull moment covering technology; the industry is constantly changing. The prolific development of technology—for both business and consumer markets—that gives access to data and applications anywhere, anytime, on any device is driving exciting innovation.”

Rob's Full Bio »

William R. Gilchrist | Partner, Portfolio Analyst
“We have a group of smart, hardworking, confident investment team members. They are strong in their convictions and ideas, but are willing to acquiesce if the facts change.”

Gilly's Full Bio »

Marissa Guzzo | Research Analyst
Marissa's Full Bio »

Yushu Han | Research Analyst
Yushu's Full Bio »

Garth W. Jonson, CFA | Vice President
“Westfield represents something fairly unique in the investment business: a truly collaborative environment. References to being part of a team are almost always overplayed, but the culture here really does feel like we’re all pulling on the same oar, striving toward a common goal.”

Garth's Full Bio »

Joseph M. Kearney | Senior Security Analyst
Joseph's Full Bio »

Pete Kendall | Research Analyst
Pete's Full Bio »

Paul D. McHugh | Director of ESG Research
“Sustainability factors – economic, environmental, social and governance criteria – help drive a company’s returns over the long term. Companies that embed sustainability into their business strategy are more innovative and are able to generate incremental growth opportunities, enhance operating efficiencies, and reduce risk. In short, it’s a proxy for management quality. ”

Paul's Full Bio »

Ethan J. Meyers, CFA | Managing Partner, Director of Research
“Information changes every day. The challenge of investing is to anticipate how that information is going to impact the companies in which we are investing.”

Ethan's Full Bio »

John M. Montgomery | Managing Partner, Portfolio Strategist & Chief Operating Officer
“The Committee Process is unique in that it allows the analysts to enjoy the intrinsic rewards of being a relative expert in a given field while contributing meaningfully to the debate around all portfolio holdings.”

John's Full Bio »

Michael T. Poe | Partner
“Nearly all Financial Services companies are impacted by a constantly shifting macro environment and an evolving regulatory landscape. The ability to combine an understanding of these trends with fundamental bottom-up stock selection will lead to out sized investment returns within the Financials space.”

Michael's Full Bio »

Jehanne E. Reed, CFA | Research Analyst
Jehanne's Full Bio »

Matthew R. Renna | Managing Partner
“Pharma and Biotech R&D productivity is finally on the rise, yielding exciting new product cycles to drive industry growth. Couple that with a resurgence in M&A activity to leverage existing infrastructure, and we are seeing tremendous opportunities to generate investment returns within the therapeutics space.”

Matthew's Full Bio »

Edward D. Richardson | Partner
Edward's Full Bio »

Amanda M. Schoewe | Research Analyst
Amanda's Full Bio »

Kevin H. Shin | Vice President
Kevin's Full Bio »

Clients listed here were chosen as generally representative of the types of clients that comprise Westfield Capital Management's institutional client base and were not chosen based on performance-based criteria.
It is not known whether these clients approve or disapprove of the adviser or the advisory services provided